Learn more about managing your income in retirement!  Presenter will share information about filing taxes for couples, planning for future tax changes, and managing retirement distributions. 
Topics discussed will include: being resource rich & cash poor, filing taxes for couples Married Filing Jointly vs. Married Filing Separately, required minimum distributions & qualified charitable distributions, planning ahead when taking large retirement distribution, preparing the non-financial spouse for your death, tax changes when your spouse dies, selling unqualified investments, and more.

This workshop is being offered as part of November’s Information & Inspiration series.